Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Auxo Investment Partners, LLC 401(K) Retirement Plan is a benefit plan reported by Auxo Investment Partners, LLC under EIN 81-3994795 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $17,438,434 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,438,434
- Net assets (EOY)
- $17,438,434
- Net assets (BOY)
- $16,942,807
Income & contributions
- Employer contributions
- $1,084,192
- Participant contributions
- $1,400,872
- Total contributions
- $2,677,756
- Total income / additions
- $5,080,288
Expenses & distributions
- Benefits paid
- $4,560,483
- Administrative expenses
- $87,580
- Total expenses
- $4,648,063
- Net increase / (decrease)
- $432,225